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Rise Financial Partners
New Client Data Form

Client Profile

Please take a minute to fill out our new client intake form.  This data is required under Know Your Client (KYC) laws.  Data is stored securely in our client management system.

Personal Details
U.S Citizen?
U.S Citizen?
Net Worth and Income:
Annual Income
Net Worth (Exludes Primary Residence)
Liquid Net Worth (Includes Cash/Securities)
Source of Wealth
Investment Experience (# ofYears)
Trusted Contact Information?
Investment Advice offered through Rise Financial Partners LLC |
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